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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,208 | $226,090-97.7% | $182,531-97.1% | $152,885-96.6% |
| Participation rate | 92.3% | 82.5%+9.8pp | 78.0%+14.3pp | 82.5%+9.9pp |
| Annual return | 28.60% | 192.57%-164.0pp | 148.57%-120.0pp | 345.39%-316.8pp |
| Employer contribution / active EE | $763 | $4,978-84.7% | $4,075-81.3% | $4,763-84.0% |
| Participant deferral / active EE | $1,697 | $6,369-73.4% | $5,525-69.3% | $5,851-71.0% |
| Admin fee / account holder | $15 | $10,705-99.9% | $8,593-99.8% | $11,598-99.9% |